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Building 2FIERA CAPITAL INC.

Map pinNEW YORK, NY
Phone212-300-1600
NotebookSEC #801-8948
Total AUM
$17.3B
Employees
95
Clients
4,643

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
477 MADISON AVENUE
SUITE 720
NEW YORK
NY 10022
United States
Operating Hours
08:30AM - TO 5:30PM
Monday - Friday
Phone
212-300-1600
Other Offices
2

ReceiptFinancials

Total AUM
$17.3B
Accounts
4,643
Discretionary
$17.2B
Accounts
4,600
Non-Discretionary
$87.1M
Accounts
43

ContactClients

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Individual Clients
509
AUM
$249.6M
HNW Individual Clients
3,087
AUM
$5.7B
Investment Company Clients
3
AUM
$351.6M
Pooled Vehicle Clients
23
AUM
$2.5B
Pension/Profit Sharing Plan Clients
67
AUM
$837M
Charitable Organization Clients
98
AUM
$530.4M
Government Entity Clients
18
AUM
$2.9B
Corporation or Business Clients
438
AUM
$4B
Other Clients
400
AUM
$177.9M
Description of Other Clients
WRAP FEE ACCOUNT PARTICIPANTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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